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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

186 hedge funds and large institutions have $508M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
105
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$11.8M
2
SEI Investments
2
SEI Investments
Pennsylvania
$10.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.04M
4
LPL Financial
4
LPL Financial
California
$12.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$113M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
I
2
IMPACTfolio
Colorado
$0
3
SAG
3
SageView Advisory Group
California
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.32M
5
CAM
5
Crestone Asset Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APW
76
Austin Private Wealth
Texas
$812K 12,045 +59 +0.5%
MOS
77
MGO One Seven
Ohio
$807K 11,975 -25 -0.2%
T
78
TCWP
Ohio
$807K 11,975 -25 -0.2%
WA
79
Wealth Alliance
New York
$780K 11,570 +172 +2%
DAS
80
Diversify Advisory Services
Utah
$759K 11,133 +302 +3%
LRIA
81
Leonard Rickey Investment Advisors
Washington
$727K 10,776 -142 -1%
Betterment LLC
82
Betterment LLC
New York
$715K 10,604 +4,169 +65%
KAS
83
Kestra Advisory Services
Texas
$698K 10,345 -234 -2%
EWM
84
Empirical Wealth Management
Washington
$684K 10,150 – –
AAS
85
Avantax Advisory Services
Texas
$678K 10,053 +894 +10%
MC
86
Moors & Cabot
Massachusetts
$631K 9,363 +673 +8%
HPFG
87
Hart & Patterson Financial Group
Massachusetts
$607K 9,003 -333 -4%
PWM
88
Perigon Wealth Management
California
$594K 8,814 +3,840 +77%
DT
89
Diversified Trust
Tennessee
$591K 8,758 – –
SWP
90
Stratos Wealth Partners
Ohio
$562K 8,332 +40 +0.5%
SCA
91
Snowden Capital Advisors
New York
$548K 8,123 +84 +1%
MPW
92
MA Private Wealth
California
$541K 8,027 – –
WIA
93
World Investment Advisors
California
$526K 7,807 +138 +2%
RIA
94
Regal Investment Advisors
Michigan
$524K 7,776 +317 +4%
FLPIM
95
F.L. Putnam Investment Management
Massachusetts
$520K 7,716 +7,716 New
Franklin Resources
96
Franklin Resources
California
$516K 7,649 – –
AIA
97
Ally Invest Advisors
North Carolina
$489K 7,255 -104 -1%
ACA
98
Aptus Capital Advisors
Alabama
$474K 7,033 +140 +2%
OL
99
Optas LLC
Texas
$459K 6,812 +20 +0.3%
FIM
100
Freedom Investment Management
Connecticut
$459K 6,809 +1,191 +21%
2 3
4
5 6